See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $628,576 | $127,386+393.4% | $115,037+446.4% | $125,391+401.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.56% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $8,560 | $5,166+65.7% | $4,608+85.8% | $4,866+75.9% |
| Participant deferral / active EE | $11,487 | $6,423+78.8% | $6,026+90.6% | $5,352+114.6% |
| Admin fee / account holder | $7,652 | $9,516-19.6% | $8,175-6.4% | $9,540-19.8% |